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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

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Tassos R

CFA®, Series 63, Series 65

New York, NY

Sophis Investments LLC

Tassos Recachinas is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Sophis Investments LLC since 2008. He is the managing member of Sophis GP LLC, a strategic advisory and consulting firm, and manages Sophis Apizza Partners, a special purpose holding company. Additionally, he is a licensed real estate salesperson in Connecticut and holds officer roles in several early-stage private companies. Sophis Investments provides discretionary portfolio management primarily to individual and high-net-worth investors, as well as trusts, endowments, foundations, and certain businesses. The firm focuses on concentrated, separately managed equity portfolios using a bottom-up fundamental research approach with an emphasis on low turnover and tailored advisory services.

Concentrated stock management Active portfolio management
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Edward O

Series 63

New York, NY

Sophis Investments LLC

Edward Obrien is a financial advisor at Sophis Investments LLC in New York, NY, with 41 years of industry experience. He holds a Series 63 designation and has worked previously at Alexander Capital, L.P. and M&R Capital Management, Inc. Outside of his advisory role, he is an officer of Edward Obrien LLC, a holding company unrelated to investment activities. Sophis Investments provides discretionary portfolio management to individuals, high-net-worth investors, trusts, endowments, foundations, pooled investment vehicles, and certain businesses. The firm focuses on concentrated, actively managed equity portfolios using a bottom-up fundamental research approach with an emphasis on low turnover and customized client restrictions.

Concentrated stock management Active portfolio management
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